Firm Overview: Cambridge Associates ("CA") is a leading global investment firm. CA's goal is to help endowments & foundations, pension plans, and ultra-high net worth private clients implement and manage custom investment portfolios that generate outperformance so that they can maximize their impact on the world. Cambridge Associates delivers a range of services, including outsourced CIO, non-discretionary portfolio management, and investment consulting.
Headquartered in Boston, Massachusetts, CA has offices in key markets in North America, the United Kingdom, Europe, Asia, and Oceania. Our worldwide teams ensure our clients benefit from decades of global presence, local expertise, and relationships with the top global investment managers across the world. For more information, please visit
Job Description Summary: THE TEAM
The Portfolio Workbench team sits at the center of Cambridge Associates' business, building the mission-critical application that drives our investment process. We are a small closely knit team, but we have a big and far-reaching impact. The decisions we make, the technologies we use, and the things we build are shaping the future of our firm. We're building a portfolio management system from scratch that will provide sophisticated analytics to facilitate data-driven investment decisions across thousands of assets. We design robust solutions that unify our firm's varied needs. We release frequently and have the flexibility to act upon changing business conditions. Our application is set to transform how our firm does business.
More specifically, the Trade Compliance team centers around software and processes that enhance productivity and end-to-end collaboration from trade ideation to compliance validation and execution spanning multiple systems such as Portfolio Workbench and Everest.
The team is focused on developing a new Trade Compliance process designed to thoughtfully leverage our systems and internal data to maximize systemic support and minimize user error.
Job Description: THE OPPORTUNITY Cambridge Associates (CA) is looking for a Summer Intern for one of its Product Management teams: Trade Compliance. Candidate must be actively enrolled in an undergraduate program at an accredited College or University or have an equivalent work background. Under the supervision of our staff, the candidate can expect to participate in projects centering around portfolio analysis and trade compliance.
The Summer Intern will play a key role in helping to implement the development for the Pro Forma exhibit that projects portfolio composition when considering future trade and cash activity and assist in developing proof-of-concept AI initiatives to expedite the requirement gathering and refinement process.
Interns are expected to work 40 hours per week during the summer (June-August). Interns will be competitively compensated. The individual is expected to reside in one of the following states within the United States where CA is currently Registered (CA, CT, DC, FL, MD, MA, NE, NY, NC, OH, RI, TX, UT, VA). Work will be completed independently over Teams/Zoom.
Interns will gain knowledge of how an Information Technology Department supports a financial services firm by working on projects with analysts and developers from a variety of IT teams.
RESPONSIBILITIES A successful candidate will interact with employees across Product, Dev, Design and the business to support writing product requirements, managing the backlog, demoing capabilities, coordinating, and creating a proof-of-concept AI solution for future Trade Compliance use-cases.
QUALIFICATIONS - Understanding of the software development lifecycle
- Enthusiasm for Product Management
- Keen interest in exploring various AI technologies
- Candidate must be actively enrolled in an undergraduate program at an accredited College or University
- Demonstrated ability to communicate in both verbal and written communication in formal and informal contexts designed to build consensus
- Ability to present work in a clear and concise manger
- Ability to set and meet deadlines autonomously
- Strong organizational management skills and ability to manage multiple projects at one time
- Proactive problem solver who is eager to learn and contribute
Base salary range for this role:
Pay Range Minimum:
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Pay Range Maximum:
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In addition to the listed salary range, this position is eligible for an annual performance-based bonus and a comprehensive, competitive benefits package. Actual placement within the stated salary range will be determined based on factors such as skills, experience, and qualifications, as well as internal equity.
The firm is committed to the concept and practice of equal employment opportunity and will not discriminate against any employee or applicant on the basis of race, color, religion, age, sex, national origin, sexual orientation, gender identity, disability, or veteran status. It is expected that all employees will follow a similar policy toward their co-workers.
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